The Exchange
Connect. Convince. Create Value. Insights for Salespeople by Yesware

Using The Presentation Tracking Feature

Yesware’s presentation tracking feature gives you valuable insight into how engaged your audience is with your content. Not a Yesware user yet? Try a free trial. You’ll become more efficient at prospecting new leads and communicating with clients.

You can track a presentation by adding a .pdf, .ppt, or .pptx document through our tracked attachment (green paper clip icon) option at the bottom of the Gmail compose window.

You will be presented with options for asking recipients to enter their name and allowing downloads.

The presentation will be added to the email via a stylized link.  Once the recipient opens and views the presentation, you will be notified through the Yesware dashboard.

The tracked presentations are indicated with a Presentation Tracking - Iconicon in the dashboard.

By clicking on “View Report” through the dashboard, you will be able to see more details such as time spent on page for each recipient and other engagement indicators.

Presentation Tracking - Dashboard View 3

The report will include a summary of how many people were sent the presentation, how many views the presentation received, and the average time spent viewing the presentation.

 Presentation Tracking - Report View 2

We also provide engagement per page and per user.   Details such as pages viewed, downloaded, and time of last viewing of the presentation are broken out by user.  We show the user’s name (if you selected to ask their name), the device, and IP location.

Alternatively, you can find the presentation report in the top right corner of the original email.

Presentation Tracking - Drop down Report

 

The presentation view report will also be synced to Salesforce if you are on the Enterprise tier.

Have a question that wasn’t covered in any of the above? Feel free to view our FAQ and submit a question through our Help Center. We’re here to help and we’d love to hear from you!